T
The SEB Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$0
About
The SEB Group, Inc. provides financial planning and consulting to individuals, including high‑net‑worth clients, as well as to trusts, estates, and retirement plan sponsors. The firm also offers tax return preparation and small‑business accounting support alongside its planning and consulting modules.
SEB delivers written financial plans and targeted consulting (for example, portfolio reviews, insurance, retirement, estate and divorce analyses) after in‑depth interviews and fundamental research using sources such as Morningstar and Zacks. The firm does not provide asset management, does not accept discretionary authority or custody of client assets, and leaves implementation decisions to clients and their chosen brokers or other professionals.
Notably, SEB does not offer portfolio management for individual accounts nor charge percentage‑of‑assets fees; instead it provides advice on an hourly consulting basis and limits recommendations to asset‑allocation guidance rather than specific securities. The principal also devotes a substantial portion of practice time to tax preparation and small‑business services, which is a prominent component of the firm’s service mix compared with many peers.
Client services
Financial planning
Consulting services
Expertise
College savings (529s, UTMA, etc.)
Divorce financial planning
Inheritance planning
General estate planning guidance
Retirement plans for business owners (SEP, solo 401k)
Fee options
$500 per hour
Fee-only: $500 per hour
Most active in
The SEB Group, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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